+158.2%
AMAT vs SBUX
+9.2%
+149.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | +0.1% | +0.3% |
| 7D | -2.5% | +4.9% | -7.4% | -4.5% |
| 30D | -26.5% | +21.2% | -47.7% | -32.9% |
| 3M | -28.6% | +5.7% | -34.2% | -30.6% |
| 6M | -14.2% | +6.0% | -20.3% | -17.3% |
| YTD | +45.5% | +32.9% | +12.5% | +24.4% |
| 1Y | +59.3% | +33.3% | +26.1% | +35.7% |
| 3Y | +153.1% | +13.0% | +140.1% | +133.0% |
| 5Y | +158.2% | +8.8% | +149.3% | +142.5% |
| All | +158.2% | +9.2% | +149.0% | +142.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SBUX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling